Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 2022. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-196- 3.72% |
$22.1K - $26.6K
|
5.07K
$1.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-196- 1.3% |
$22.1K - $26.6K
|
14.8K
$4.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-196Closed |
$22.1K - $26.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-196- 1.16% |
$22.1K - $26.6K
|
16.6K
$4.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-198- 2.04% |
$22.3K - $26.9K
|
9.51K
$2.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
SELL
|
- |
-199- 1.84% |
$22.4K - $27K
|
10.6K
$3M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-200- 4.75% |
$22.5K - $27.2K
|
4.01K
$1.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
SELL
|
- |
-200- 0.71% |
$22.5K - $27.2K
|
28.1K
$7.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-200- 3.17% |
$22.5K - $27.2K
|
6.1K
$1.73M
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
SELL
|
- |
-200- 2.4% |
$22.5K - $27.2K
|
8.12K
$2.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 3.25% |
$22.5K - $27.2K
|
5.95K
$1.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 5.57% |
$22.5K - $27.2K
|
3.39K
$959K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-200- 4.68% |
$22.5K - $27.2K
|
4.08K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 4.68% |
$22.5K - $27.2K
|
4.07K
$1.15M
|
|
|
Nov 13, 2023
Q2 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-200- 0.52% |
$22.5K - $27.2K
|
38.1K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-202- 5.24% |
$22.7K - $27.5K
|
3.65K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-203- 6.23% |
$22.9K - $27.6K
|
3.05K
$864K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-204- 0.32% |
$23K - $27.7K
|
63.4K
$17.9M
|
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-205- 2.8% |
$23.1K - $27.9K
|
7.12K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-206- 7.53% |
$23.2K - $28K
|
2.53K
$716K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-207- 9.1% |
$23.3K - $28.1K
|
2.07K
$586K
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-208- 7.84% |
$23.4K - $28.3K
|
2.45K
$693K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-214- 0.58% |
$24.1K - $29.1K
|
36.9K
$10.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-216- 1.72% |
$24.3K - $29.4K
|
12.3K
$3.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-219- 1.04% |
$24.7K - $29.8K
|
20.8K
$5.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Bender Robert & Associates
|
SELL
|
- |
-220- 5.05% |
$24.8K - $29.9K
|
4.13K
$1.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-220- 1.36% |
$24.8K - $29.9K
|
16K
$4.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-221- 8.39% |
$24.9K - $30K
|
2.41K
$684K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-223- 2.02% |
$25.1K - $30.3K
|
10.8K
$3.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-226- 1.67% |
$25.4K - $30.7K
|
13.3K
$3.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-226- 0.18% |
$25.4K - $30.7K
|
126K
$35.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-227- 1.98% |
$25.6K - $30.9K
|
11.3K
$3.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-228- 3.88% |
$25.7K - $31K
|
5.65K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-230- 10.74% |
$25.9K - $31.3K
|
1.91K
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-230- 0.88% |
$25.9K - $31.3K
|
25.8K
$7.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-234- 3.78% |
$26.4K - $31.8K
|
5.96K
$1.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-235- 1.05% |
$26.5K - $31.9K
|
22.1K
$6.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-235- 6.86% |
$26.5K - $31.9K
|
3.19K
$904K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-235- 3.3% |
$26.5K - $31.9K
|
6.88K
$1.95M
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-236- 0.86% |
$26.6K - $32.1K
|
27.1K
$7.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-238- 3.44% |
$26.8K - $32.3K
|
6.69K
$1.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-243- 1.13% |
$27.4K - $33K
|
21.3K
$6.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-245- 4.18% |
$27.6K - $33.3K
|
5.62K
$1.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-245- 9.54% |
$27.6K - $33.3K
|
2.32K
$658K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-248- 10.42% |
$27.9K - $33.7K
|
2.13K
$604K
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-248- 8.03% |
$27.9K - $33.7K
|
2.84K
$804K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-249- 1.16% |
$28K - $33.8K
|
21.2K
$5.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-250- 12.08% |
$28.2K - $34K
|
1.82K
$515K
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-250- 0.71% |
$28.2K - $34K
|
34.8K
$9.85M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-250- 0.2% |
$28.2K - $34K
|
124K
$35.2M
|